Demo environment. Every provider below is a placeholder — no live carrier, rating or vendor credentials exist and no external requests are sent. The architecture, normalized quote model and permission matrix are production-shaped so real providers can be activated later.
LedgerBooks Accounting
Production LiveProductionAccounting & Commissions · API v1.9
Connection Health
92.9%
Actively sending or receiving production insurance data.
Calls (21d)
17
0 failed
Success Rate
100.0%
Normalized across all actions
Avg Response
5,777 ms
Round trip including mapping
Open Errors
0
Unresolved exceptions
What this integration does
Sync agency revenue, payables and reconciliation entries with the agency general ledger.
Purpose: General ledger, invoicing and bank reconciliation.
- Integration type
- REST API
- Authentication
- OAuth 2.0
- API version
- v1.9
- Divisions
- Agency-wide
- Supported products
- 0
- Supported states
- 51
- Last connected
- Aug 11, 2026 · 10:12AM
- Last sync
- Aug 9, 2026 · 09:34AM
Normalized data flow
- 1InsurFit IQ builds the request from the opportunity, client and product records.
- 2Eligibility is checked against carrier mappings, state availability, appointment and license rules.
- 3The gateway sends the provider-specific payload and logs the attempt.
- 4The response is normalized into the InsurFit IQ quote model (premium, limits, commission, bindability).
- 5Quotes, documents and status updates are written back to the opportunity timeline.
Health trend
92.9% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.